Since 2019, there has been a story in the market
that Apple has plans to change all of its devices to OLED in the future.
In fact, Apple internally set up a policy to apply
OLED to both the iPad and Mac series in the future,
but set up a roadmap that delayed the time itself as much as possible to release it.
The reason was that Samsung had unrivaled OLED technology at the time,
so Apple decided to temporarily detour with mini
LED to delay until LG Display had sufficient mass production capacity,
concerned about Samsung's OLED supply chain monopoly.
Apple already received all of its OLED panels from Samsung for the first time at the launch of the iPhone X,
and knew that OLED was the most necessary component for Apple in terms of production
cost and production rate, but Apple had enough room to spare.
However, due to the inflation and gangdollar,
and the frequent shutdown of the Chinese factory,
Apple ended up in the first quarter of 2023,
the second largest scale in 6 years.
The Big Tech industry has switched its management policy to austerity mode
early from the end of last year,
making cost reduction a top priority while making large-scale job cuts,
delays in hiring, and reducing production costs as top priorities.
Apple has also reached the final point where it has to choose OLED,
which is about 15% cheaper than mini LED in terms of production cost reduction, but has many advantages.
In 2020, LG Display, which was known to have a technology gap of about a year with Samsung,
finally reached the timing to mass-produce this year through facility
investment, etc., and Apple made Samsung
and LG OLED panels for the MacBook series and iPad.
It is known that it has been designated as a supplier of
The OLED applied to the iPad
is characterized by the fusion of flexible
and rigid OLED technologies,
and is called a ‘hybrid’ panel
in the industry. no see.
LG Display is preparing for mass production of hybrid OLEDs
at its 6th generation plant in Paju.
Apple has also designated suppliers to Samsung and LG for products that go into the MacBook Pro.
It is known that 14-inch and 16-inch OLEDs for MacBook are being developed,
and the release is targeted for 2026.
In the case of the iPad Pro series, as the M2 iPad Pro series was released last year,
the industry is paying attention that the iPad
Pro series equipped with hybrid OLED will be installed with the M3 chip next year.
However, it is known that two sizes, 10.86 inches and 12.9 inches, were ordered,
not the 14 and 16 inch sizes that have been rumored in the market in recent years.
Here, in the case of a 12.9-inch panel,
the industry predicts that it can be released as a 13-inch iPad Pro
by reducing the size of the bezel.
Therefore, for those who are holding on to rumors of a large iPad Pro,
it would be a good choice to choose a 12.9-inch even now.
Well, finally, a word from NordVPN,
who helped make this video.
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Thanks for watching the video.
This is Route 9 from Boston.